National Estate Services, LLP
Helping to protect your future is our most important mission. Using a forward-thinking combination of innovation and strategy, we’ll provide a clear and secure path through our complex financial world.
Texas-Based Financial Planning Firm
Our Services
Income Planning
We help you turn your savings into a steady, tax-efficient income stream through all three phases: accumulation, distribution, and preservation. Let’s make your retirement strategy smarter and more efficient. Schedule your personalized income planning session today!
Life Insurance
Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.
Medicare
While there is no shortage of things to plan for in retirement, it's critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.
Retirement Strategies
Our organization prides itself on providing retirement strategies to Texas and our states communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.
Social Security
Your Social Security benefit represents years of hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Tax Strategy
One part of building your retirement is estimating your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize to take into account taxation.
Our Technology
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.